Jared Moskowitz Democrat · FL-23
House of Representatives · in office · serving since 2023 · born December 18, 1980
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
447
across 19 filings
Securities traded
108
25 active in 6 months
Disclosed range total
$938,447
sum of filed minimums
In plain language
Of 447 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| FL-23 | 118th–119th | 2023–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Foreign Affairs | Member | 10 | minority | record |
| House Committee on the Judiciary | Member | 16 | minority | record |
| House Select Subcommittee to Investigate the Remaining Questions Surrounding January 6, 2021 | Member | 3 | minority |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Foreign Affairs | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Oversight and Government Reform | Member | 2023-02 → 2024-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| COR | Cencora, Inc. Common Stock (COR) | Wholesale | 5 | 3 / 2 | $40,003 | 2026-05-06 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 2 | 2 / 0 | $16,001 | 2026-05-06 |
| CB | Chubb Ltd | Insurance | 1 | 3 / 0 | $8,001 | 2026-03-31 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 3 / 0 | $8,001 | 2026-03-31 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 1 | 4 / 0 | $8,001 | 2026-03-31 |
| CMI | Cummins Inc. Common Stock (CMI) | Industrials | 1 | 5 / 1 | $8,001 | 2026-03-31 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 1 | 1 / 2 | $8,001 | 2026-03-31 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 1 | 9 / 3 | $8,001 | 2026-03-31 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 1 | 2 / 1 | $32,501 | 2026-03-31 |
| AXP | American Express Company | Banking | 1 | 4 / 0 | $8,001 | 2026-03-31 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 4 | 4 / 0 | $32,002 | 2026-03-31 |
| GE | General Electric Company | Electronics | 3 | 3 / 0 | $24,002 | 2026-03-31 |
| GD | General Dynamics Corp | Industrials | 3 | 3 / 0 | $24,002 | 2026-03-31 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 3 | 3 / 0 | $24,002 | 2026-03-31 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) | Insurance | 3 | 2 / 3 | $24,002 | 2026-03-23 |
| ACN | Accenture Plc | Business Services | 3 | 3 / 3 | $24,002 | 2026-03-23 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 3 | 1 / 3 | $24,002 | 2026-03-23 |
| TSCO | Tractor Supply Company | Retail & Consumer | 3 | 6 / 3 | $48,502 | 2026-03-23 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 3 | 4 / 3 | $48,502 | 2026-03-23 |
| TJX | TJX Companies | Retail & Consumer | 1 | 5 / 0 | $8,001 | 2026-03-23 |
| CI | The Cigna Group Common Stock (CI) | Insurance | 2 | 2 / 2 | $16,001 | 2026-03-23 |
| MNST | Monster Beverage Corporation - Common S… | Food & Beverage | 2 | 2 / 0 | $16,001 | 2026-03-23 |
| MSI | Motorola Solutions | Electronics | 2 | 2 / 0 | $16,001 | 2026-03-23 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 2 | 2 / 0 | $16,001 | 2026-03-23 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 3 | 5 / 3 | $24,002 | 2026-02-27 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| PEP | Pepsico Inc | Food & Beverage | 8 | 5 / 3 | $88,504 | 2023-02 → 2025-12 |
| PEG | Public Service Enterprise Group Incorpo… | Utilities | 4 | 3 / 1 | $32,002 | 2023-02 → 2025-12 |
| SO | Southern Company (SO) | Utilities | 7 | 6 / 1 | $56,004 | 2023-07 → 2025-12 |
| ATO | Atmos Energy Corp | Utilities | 4 | 4 / 0 | $32,002 | 2023-09 → 2025-12 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 5 | 5 / 0 | $40,003 | 2025-01 → 2025-12 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 13 | 7 / 6 | $128,507 | 2023-04 → 2025-10 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 6 | 3 / 3 | $72,503 | 2023-07 → 2025-10 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2024-07 → 2025-10 |
| GS | Goldman Sachs Group | Capital Markets | 10 | 7 / 3 | $129,005 | 2025-01 → 2025-10 |
| CARR | Carrier Global Corp | Other | 4 | 1 / 3 | $32,002 | 2025-04 → 2025-10 |
| CSCO | Cisco Systems Inc | Technology Hardware | 3 | 3 / 0 | $48,502 | 2025-10 → 2025-10 |
| DELL | Dell Technologies Inc | Technology Hardware | 3 | 3 / 0 | $48,502 | 2025-10 → 2025-10 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 2 | 2 / 0 | $16,001 | 2025-10 → 2025-10 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 5 | 2 / 3 | $40,003 | 2023-07 → 2025-05 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 2 | 2 / 0 | $16,001 | 2025-05 → 2025-05 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 3 | 3 / 0 | $24,002 | 2023-07 → 2025-04 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 10 | 10 / 0 | $80,005 | 2024-07 → 2025-04 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 4 | 1 / 3 | $32,002 | 2023-07 → 2025-04 |
| ITW | Illinois Tool Works Inc | Industrials | 2 | 2 / 0 | $16,001 | 2023-02 → 2025-04 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 5 | 3 / 2 | $40,003 | 2023-02 → 2025-04 |
| ADI | Analog Devices | Semiconductors | 8 | 8 / 0 | $64,004 | 2023-03 → 2025-04 |
| V | Visa Inc. (V) | Business Services | 2 | 2 / 0 | $16,001 | 2023-07 → 2025-04 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 6 | 6 / 0 | $48,003 | 2023-09 → 2025-04 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 4 | 4 / 0 | $32,002 | 2024-02 → 2025-04 |
| RPM | RPM International Inc. Common Stock (RP… | Chemicals | 2 | 2 / 0 | $16,001 | 2024-02 → 2025-04 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 8 | 8 / 0 | $64,004 | 2024-07 → 2025-04 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 3 | 3 / 0 | $24,002 | 2025-01 → 2025-04 |
| SYK | Stryker Corporation Common Stock (SYK) | Medical Devices | 3 | 3 / 0 | $24,002 | 2025-01 → 2025-04 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| LECO | Lincoln Electric Holdings, Inc. - Commo… | — | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 9 | 6 / 3 | $72,005 | 2024-02 → 2025-03 |
| GLDW | SPDR Long Dollar Gold Trust (GLDW) | — | 3 | 3 / 0 | $24,002 | 2025-03 → 2025-03 |
| WST | West Pharmaceutical Services, Inc. Comm… | Medical Devices | 5 | 3 / 2 | $40,003 | 2023-07 → 2025-02 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 8 | 6 / 2 | $64,004 | 2023-02 → 2025-01 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 5 | 1 / 4 | $40,003 | 2024-02 → 2025-01 |
| CNI | Canadian National Railway Company Commo… | Transportation | 3 | 0 / 3 | $24,002 | 2025-01 → 2025-01 |
| SBCF | Seacoast Banking Corporation of Florida… | Banking | 6 | 0 / 6 | $280,003 | 2023-03 → 2024-11 |
| AOS | A.O. Smith Corporation Common Stock (AO… | Electronics | 2 | 1 / 1 | $16,001 | 2023-07 → 2024-11 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 6 | 6 / 0 | $48,003 | 2023-07 → 2024-11 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 4 | 4 / 0 | $32,002 | 2023-07 → 2024-11 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2023-07 → 2024-11 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 1 / 1 | $16,001 | 2023-07 → 2024-11 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 6 | 6 / 0 | $48,003 | 2023-12 → 2024-11 |
| META | Meta Platforms Inc | Software & IT Services | 3 | 3 / 0 | $24,002 | 2023-12 → 2024-11 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 4 | 4 / 0 | $32,002 | 2024-07 → 2024-11 |
| XLE | The Energy Select Sector SPDR Fund (XLE) | — | 1 | 1 / 0 | $32,501 | 2024-11 → 2024-11 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 0 / 3 | $24,002 | 2024-07 → 2024-07 |
| PNC | PNC Financial Services Group, Inc. (PNC) | Banking | 5 | 2 / 3 | $40,003 | 2023-02 → 2024-07 |
| LOW | Lowe's Companies | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2023-07 → 2024-07 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 4 | 1 / 3 | $32,002 | 2023-07 → 2024-07 |
| GWW | W.W. Grainger | Wholesale | 2 | 2 / 0 | $40,501 | 2023-07 → 2024-07 |
| WEC | WEC Energy Group, Inc. Common Stock (WE… | Utilities | 4 | 1 / 3 | $32,002 | 2023-07 → 2024-07 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 4 | 1 / 3 | $32,002 | 2023-12 → 2024-07 |
| FDS | FactSet Research Systems Inc. Common St… | Software & IT Services | 7 | 4 / 3 | $56,004 | 2024-02 → 2024-07 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 4 | 2 / 2 | $32,002 | 2024-02 → 2024-07 |
| SNA | Snap-On Incorporated Common Stock | Industrials | 4 | 3 / 1 | $32,002 | 2024-02 → 2024-07 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 3 | 0 / 3 | $24,002 | 2024-07 → 2024-07 |
| TD | Toronto Dominion Bank (TD) | — | 3 | 0 / 3 | $24,002 | 2024-07 → 2024-07 |
| ALL | Allstate Corporation (ALL) | Insurance | 3 | 0 / 3 | $24,002 | 2024-07 → 2024-07 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 2 | 1 / 1 | $16,001 | 2024-07 → 2024-07 |
| BBY | Best Buy Co., Inc. Common Stock | Retail & Consumer | 3 | 0 / 3 | $24,002 | 2023-02 → 2024-07 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 4 | 4 / 0 | $32,002 | 2023-02 → 2024-02 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 2 | 2 / 0 | $16,001 | 2023-09 → 2024-02 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 4 | 0 / 4 | $32,002 | 2023-04 → 2024-02 |
| NKE | Nike Inc | Materials | 4 | 1 / 3 | $32,002 | 2023-09 → 2024-02 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 3 | 0 / 3 | $24,002 | 2024-02 → 2024-02 |
| COST | Costco Wholesale | Retail & Consumer | 3 | 3 / 0 | $24,002 | 2023-02 → 2023-12 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 4 | 1 / 3 | $32,002 | 2023-02 → 2023-12 |
| HRL | Hormel Foods Corporation Common Stock (… | Food & Beverage | 5 | 2 / 3 | $40,003 | 2023-02 → 2023-12 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 4 | 0 / 4 | $32,002 | 2023-02 → 2023-12 |
| DIS | Walt Disney Company | Media & Entertainment | 3 | 0 / 3 | $24,002 | 2023-07 → 2023-12 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 4 | 4 / 0 | $32,002 | 2023-09 → 2023-12 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 3 | 0 / 3 | $24,002 | 2023-09 → 2023-12 |
| JKHY | Jack Henry & Associates, Inc. - Common … | Software & IT Services | 3 | 0 / 3 | $24,002 | 2023-12 → 2023-12 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 3 | 0 / 3 | $24,002 | 2023-12 → 2023-12 |
| TGT | Target Corp | Retail & Consumer | 4 | 1 / 3 | $32,002 | 2023-07 → 2023-09 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 0 / 1 | $8,001 | 2023-09 → 2023-09 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 2 / 0 | $16,001 | 2023-07 → 2023-09 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 4 | 0 / 4 | $56,502 | 2023-02 → 2023-07 |
| C | Citigroup Inc | Banking | 1 | 0 / 1 | $32,501 | 2023-07 → 2023-07 |
| PG | Procter & Gamble Company (PG) | Chemicals | 1 | 1 / 0 | $8,001 | 2023-07 → 2023-07 |
| RJF | Raymond James Financial, Inc. Common St… | — | 1 | 0 / 1 | $175,001 | 2023-07 → 2023-07 |
| STE | STERIS plc (STE) | Medical Devices | 1 | 1 / 0 | $8,001 | 2023-07 → 2023-07 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +7.9% | 3 | $24,002 |
| 2025 | -1.8% | 109 | $1,117,055 |
| 2024 | -1.4% | 138 | $1,195,569 |
| 2023 | +1.5% | 129 | $1,246,065 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-05-06 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | buy | $1,001 – $15,000 | self | record |
| 2026-05-06 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | buy | $1,001 – $15,000 | child | record |
| 2026-05-06 | COR | Cencora, Inc. Common Stock (COR) | sell | $1,001 – $15,000 | self | record |
| 2026-05-06 | COR | Cencora, Inc. Common Stock (COR) | sell | $1,001 – $15,000 | child | record |
| 2026-03-31 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | sell | $15,001 – $50,000 | self | record |
| 2026-03-31 | — | Parker-Hannifin Corporation | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | — | Motorola Solutions, Inc. Common | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | GD | General Dynamics Corporation Common Stock (GD) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | GE | GE Aerospace Common Stock (GE) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | CMI | Cummins Inc. Common Stock (CMI) | sell | $1,001 – $15,000 | self | record |
| 2026-03-31 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | COR | Cencora, Inc. Common Stock (COR) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | CAT | Caterpillar, Inc. Common Stock (CAT) | sell | $1,001 – $15,000 | self | record |
| 2026-03-31 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | buy | $1,001 – $15,000 | self | record |
| 2026-03-31 | AXP | American Express Company Common Stock (AXP) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | TSCO | Tractor Supply Company - Common Stock (TSCO) | sell | $15,001 – $50,000 | self | record |
| 2026-03-23 | TSCO | Tractor Supply Company - Common Stock (TSCO) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | TSCO | Tractor Supply Company - Common Stock (TSCO) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | CI | The Cigna Group Common Stock (CI) | sell | $1,001 – $15,000 | self | record |
| 2026-03-23 | CI | The Cigna Group Common Stock (CI) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | PH | Parker-Hannifin Corporation Common Stock (PH) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | PH | Parker-Hannifin Corporation Common Stock (PH) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | ORCL | Oracle Corporation Common Stock (ORCL) | sell | $15,001 – $50,000 | self | record |
| 2026-03-23 | ORCL | Oracle Corporation Common Stock (ORCL) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | ORCL | Oracle Corporation Common Stock (ORCL) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | MSI | Motorola Solutions, Inc. Common Stock (MSI) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | MSI | Motorola Solutions, Inc. Common Stock (MSI) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | MNST | Monster Beverage Corporation - Common Stock (MNST) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | MNST | Monster Beverage Corporation - Common Stock (MNST) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | GD | General Dynamics Corporation Common Stock (GD) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | GD | General Dynamics Corporation Common Stock (GD) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | GE | GE Aerospace Common Stock (GE) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | GE | GE Aerospace Common Stock (GE) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | COR | Cencora, Inc. Common Stock (COR) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | COR | Cencora, Inc. Common Stock (COR) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | BRO | Brown & Brown, Inc. Common Stock (BRO) | sell | $1,001 – $15,000 | self | record |
| 2026-03-23 | BRO | Brown & Brown, Inc. Common Stock (BRO) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | BRO | Brown & Brown, Inc. Common Stock (BRO) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | sell | $1,001 – $15,000 | self | record |
| 2026-03-23 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | ADP | Automatic Data Processing, Inc. - Common Stock (ADP) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | buy | $1,001 – $15,000 | self | record |
| 2026-03-23 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | buy | $1,001 – $15,000 | child | record |
| 2026-03-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | self | record |
| 2026-03-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | child | record |
| 2026-03-23 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $1,001 – $15,000 | child | record |
| 2026-02-27 | ROP | Roper Technologies, Inc. (ROP) | sell | $1,001 – $15,000 | self | record |
| 2026-02-27 | ROP | Roper Technologies, Inc. (ROP) | sell | $1,001 – $15,000 | child | record |
| 2026-02-27 | ROP | Roper Technologies, Inc. (ROP) | sell | $1,001 – $15,000 | child | record |
| 2025-12-02 | SO | Southern Company (SO) | buy | $1,001 – $15,000 | self | record |
| 2025-12-02 | PEG | Public Service Enterprise Group Incorporated Common Stock (PEG) | buy | $1,001 – $15,000 | self | record |
| 2025-12-02 | PEP | Pepsico, Inc. (PEP) | sell | $15,001 – $50,000 | self | record |
| 2025-12-02 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | child | record |
| 2025-12-02 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | child | record |
| 2025-12-02 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | self | record |
| 2025-12-02 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | child | record |
| 2025-12-02 | ATO | Atmos Energy Corporation Common Stock (ATO) | buy | $1,001 – $15,000 | self | record |
| 2025-10-10 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $15,001 – $50,000 | self | record |
| 2025-10-10 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | buy | $1,001 – $15,000 | self | record |
| 2025-10-10 | — | Taiwan Semiconductor | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | SHW | Sherwin-Williams Company (SHW) | sell | $15,001 – $50,000 | self | record |
| 2025-10-10 | SHW | Sherwin-Williams Company (SHW) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | GS | Goldman Sachs Group, Inc. (GS) | buy | $15,001 – $50,000 | self | record |
| 2025-10-10 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | DELL | Dell Technologies Inc. Class C Common Stock (DELL) | buy | $15,001 – $50,000 | self | record |
| 2025-10-10 | DELL | Dell Technologies Inc. Class C Common Stock (DELL) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | DELL | Dell Technologies Inc. Class C Common Stock (DELL) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | buy | $15,001 – $50,000 | self | record |
| 2025-10-10 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | CARR | Carrier Global Corporation Common Stock (CARR) | sell | $1,001 – $15,000 | self | record |
| 2025-10-10 | CARR | Carrier Global Corporation Common Stock (CARR) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | CARR | Carrier Global Corporation Common Stock (CARR) | sell | $1,001 – $15,000 | child | record |
| 2025-10-10 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $15,001 – $50,000 | self | record |
| 2025-10-10 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | AXP | American Express Company Common Stock (AXP) | buy | $15,001 – $50,000 | self | record |
| 2025-10-10 | AXP | American Express Company Common Stock (AXP) | buy | $1,001 – $15,000 | child | record |
| 2025-10-10 | AXP | American Express Company Common Stock (AXP) | buy | $1,001 – $15,000 | child | record |
| 2025-05-15 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | self | record |
| 2025-05-15 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | child | record |
| 2025-05-15 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | child | record |
| 2025-05-15 | CI | The Cigna Group Common Stock (CI) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | CI | The Cigna Group Common Stock (CI) | buy | $1,001 – $15,000 | child | record |
| 2025-05-15 | HCA | HCA Healthcare, Inc. Common Stock (HCA) | buy | $1,001 – $15,000 | child | record |
| 2025-05-15 | HCA | HCA Healthcare, Inc. Common Stock (HCA) | buy | $1,001 – $15,000 | self | record |
| 2025-04-16 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-04-16 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | child | record |
| 2025-04-16 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-16 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | child | record |
| 2025-04-10 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | self | record |
| 2025-04-10 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | child | record |
| 2025-04-10 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | child | record |
| 2025-04-10 | GS | Goldman Sachs Group, Inc. (GS) | sell | $15,001 – $50,000 | self | record |
| 2025-04-10 | GS | Goldman Sachs Group, Inc. (GS) | sell | $1,001 – $15,000 | child | record |
| 2025-04-10 | GS | Goldman Sachs Group, Inc. (GS) | sell | $1,001 – $15,000 | child | record |
| 2025-04-07 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | TSCO | Tractor Supply Company - Common Stock (TSCO) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | SYK | Stryker Corporation Common Stock (SYK) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | SO | Southern Company (SO) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | RPM | RPM International Inc. Common Stock (RPM) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | ORCL | Oracle Corporation Common Stock (ORCL) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | NEE | NextEra Energy, Inc. Common Stock (NEE) | sell | $1,001 – $15,000 | self | record |
| 2025-04-07 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | LECO | Lincoln Electric Holdings, Inc. - Common Shares (LECO) | sell | $1,001 – $15,000 | self | record |
| 2025-04-07 | ITW | Illinois Tool Works Inc. Common Stock (ITW) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | HON | Honeywell International Inc. (HON) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | CAT | Caterpillar, Inc. Common Stock (CAT) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | CARR | Carrier Global Corporation Common Stock (CARR) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | ADI | Analog Devices, Inc. - Common Stock (ADI) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | self | record |
| 2025-04-07 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2025-03-11 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-03-11 | AVGO | Broadcom Inc. - Common Stock (AVGO) | sell | $15,001 – $50,000 | self | record |
| 2025-03-10 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | self | record |
| 2025-03-10 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | TJX | TJX Companies, Inc. (TJX) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | GLDW | DR Long Dollar Gold Trust (GLDW) | buy | $1,001 – $15,000 | spouse | record |
| 2025-03-10 | GLDW | SPDR Long Dollar Gold Trust (GLDW) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | GLDW | SPDR Long Dollar Gold Trust (GLDW) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | self | record |
| 2025-03-10 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | child | record |
| 2025-03-10 | ELV | Elevance Health, Inc. Common Stock (ELV) | sell | $1,001 – $15,000 | self | record |
| 2025-03-10 | ELV | Elevance Health, Inc. Common Stock (ELV) | sell | $1,001 – $15,000 | child | record |
| 2025-03-10 | ELV | Elevance Health, Inc. Common Stock (ELV) | sell | $1,001 – $15,000 | child | record |
| 2025-03-10 | AVGO | Broadcom Inc. - Common Stock (AVGO) | sell | $1,001 – $15,000 | child | record |
| 2025-03-10 | AVGO | Broadcom Inc. - Common Stock (AVGO) | sell | $1,001 – $15,000 | child | record |
| 2025-02-13 | WST | West Pharmaceutical Services, Inc. Common Stock (WST) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | SYK | Stryker Corporation Common Stock (SYK) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | SYK | Stryker Corporation Common Stock (SYK) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | — | Merck & Company, Inc. Common | sell | $1,001 – $15,000 | self | record |
| 2025-01-15 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | MCK | McKesson Corporation Common Stock (MCK) | buy | $1,001 – $15,000 | self | record |
| 2025-01-15 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | self | record |
| 2025-01-15 | CNI | Canadian National Railway Company Common Stock (CNI) | sell | $1,001 – $15,000 | self | record |
| 2025-01-15 | CNI | Canadian National Railway Company Common Stock (CNI) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | CNI | Canadian National Railway Company Common Stock (CNI) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2025-01-15 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | child | record |
| 2025-01-15 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $1,001 – $15,000 | child | record |
| 2025-01-15 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $1,001 – $15,000 | self | record |
| 2024-11-08 | WST | West Pharmaceutical Services, Inc. Common Stock (WST) | sell | $1,001 – $15,000 | self | record |
| 2024-11-08 | TSCO | Tractor Supply Company - Common Stock (TSCO) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | TSCO | Tractor Supply Company - Common Stock (TSCO) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | TMUS | T-Mobile US, Inc. (TMUS) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | XLE | The Energy Select Sector SPDR Fund (XLE) | buy | $15,001 – $50,000 | self | record |
| 2024-11-08 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | SBCF | Seacoast Banking Corporation of Florida - Common Stock (SBCF) | sell | $50,001 – $100,000 | child | record |
| 2024-11-08 | SBCF | Seacoast Banking Corporation of Florida - Common Stock (SBCF) | sell | $15,001 – $50,000 | child | record |
| 2024-11-08 | QCOM | QUALCOMM Incorporated - Common Stock (QCOM) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | PEP | Pepsico, Inc. (PEP) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | ORCL | Oracle Corporation Common Stock (ORCL) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | META | Meta Platforms, Inc. - Class A Common Stock (META) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | self | record |
| 2024-11-08 | XOM | Exxon Mobil Corporation Common Stock (XOM) | sell | $1,001 – $15,000 | self | record |
| 2024-11-08 | ELV | Elevance Health, Inc. Common Stock (ELV) | buy | $1,001 – $15,000 | child | record |
| 2024-11-08 | CMI | Cummins Inc. Common Stock (CMI) | buy | $1,001 – $15,000 | child | record |